We believe wide-moat Microsoft is firing on all cylinders and remains a relatively safe harbor.
Shares are overvalued, and we encourage investors to consider other software stocks.
The wide-moat firm remains a safe harbor in a sea of rich software valuations.
Guidewire stands to profit as property and casualty insurers abandon legacy systems.
The software company seeks to upgrade a large and underserved government niche.
Wide-moat ServiceNow is the fastest organic growth story among the large-cap software firms we cover.
Solid revenue upside drove better margins for the wide-moat firm.
We're expecting the long-term trends to remain intact, and we still foresee very strong growth from Azure and Office365.
The wide-moat company is aiming beyond its dominance of content creation.
Very few companies the size of Microsoft that can offer 12% revenue growth and 15% earnings growth in each of the next several years.